# Jose Cuevas

> Jose Cuevas is a fee-only financial advisor at Wisdom Investments in Hoffman Estates, Illinois, who holds the CFP credential. Jose focuses on retirement planning and estate & legacy planning. Wisdom Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jose-cuevas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wisdom Investments
- **Based in:** Hoffman Estates, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $53.1M across 301 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 4550864 (https://adviserinfo.sec.gov/individual/summary/4550864)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 63 (2002), Series 65 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.wisdominvestments.com

## Frequently asked questions

### Is Jose Cuevas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and Wisdom Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jose charge for financial advice?

Jose's firm, Wisdom Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jose Cuevas based?

Jose Cuevas is based in Hoffman Estates, Illinois.

### What does Jose specialize in?

Jose's specialties include retirement planning and estate & legacy planning.

### What credentials does Jose Cuevas hold?

Jose Cuevas holds the CFP credential.

### Is Jose Cuevas registered with the SEC?

Yes. Jose Cuevas is registered as an investment adviser representative in IL (CRD 4550864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wisdom Investments manage?

Wisdom Investments reports $53.1M across 301 accounts in assets under management.

### How do I contact Jose Cuevas?

Through Jose's website, www.wisdominvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4550864): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wisdominvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.